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FAQs

Can I allocate prospects automatically? 

Can I allocate prospects automatically? 

Yes, you can do this by clicking on the "Settings" tab, followed by the "Prospect Allocation" link. 

Settings_Auto_Allocation.png

The following screen will then appear, select the agent you would like to have prospects auto-allocated to followed by the save button. 

 

AutoProspect_Allocatin.png

 

The system will then start to automatically allocate to each user that is ticked in the settings in a turn-based cycle.

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